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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,006 | $185,342-71.9% | $111,306-53.3% | $86,821-40.1% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 18.35% | 500.80%-482.5pp | 54.67%-36.3pp | 97.94%-79.6pp |
| Employer contribution / active EE | $2,340 | $2,246+4.2% | $2,732-14.3% | $2,406-2.7% |
| Participant deferral / active EE | $2,760 | $4,458-38.1% | $4,488-38.5% | $4,132-33.2% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |